Senior Tax Manager at Geffen Mesher Passes Away

Kelly Coburn

Kelly Coburn

Geffen Mesher of Portland, Ore. (FY15 net revenue of $20.5 million), is saddened to announce the passing of longtime senior tax manager Kelly Coburn, who died unexpectedly May 3.

Coburn got his start with Geffen Mesher (then Laventhol & Horwath) in 1978, and this would have marked his 39th year with the firm.

His primary focus was in the real estate industry, partnering with his clients on tax and business planning, partnership taxation, real estate transactions and employee benefit plans.

Kelly was diagnosed with multiple sclerosis in the early 2000s. He began reducing his time in the office in 2006, and worked entirely from home beginning in 2011 when he could no longer physically come into the office. “MS robbed Kelly of his ability to move, but his mind remained sharp as a tack and he continued to respond to technical questions quickly, as if he was still right down the hall,” says Michael Rompa, MP at Geffen Mesher.

Partner Billy Morgan says, “He was a kind and steadfast man who was an example to each and every one of us through the way he lived his life, and I have missed having him in our office in recent years.”

AAFCPAs Joins PrimeGlobal

Westborough, Mass.-based AAFCPAs (FY15 net revenue of $24.6 million) announces it has joined PrimeGlobal, the fourth largest accounting firm association in the world.

PrimeGlobal is comprised of more than 300 independent CPA firms in 85 countries, with more than 850 offices worldwide.

As an independent member of PrimeGlobal, AAFCPAs’ clients will benefit from national and global reach with the same seamless coordination offered by a Big 4 or national firm, AAFCPAs says.

“Joining PrimeGlobal allows us to apply our exceptional expertise and value to a wider range of clients in a wider range of situations,” says Carla McCall, co-MP. “We are poised for tremendous growth and excited about the opportunities ahead.”

“We carefully evaluated associations that would be the ideal fit for us and our forward-thinking culture of excellence,” says David McManus, co-MP. “We are confident our alliance with PrimeGlobal will be a winner and create additional value for our diverse current and prospective clients.”

Windes Admits Huey to Partnership

Tom Huey

Tom Huey

Long Beach, Calif.-based Windes (FY15 net revenue of $24.8 million) has announced that Tom Huey has been admitted as an audit and assurance practice partner.

Huey joined Windes in 2007 and has been in public accounting for nearly two decades. He provides auditing, financial reporting and consulting services to a variety of industries including manufacturing, professional services, maritime-related operations, nonprofits, private foundations, museums, member associations and governmental agencies. His governmental experience includes auditing, as well as providing financial reporting under Governmental Accounting Standards Board (GASB) rules and performing Single Audits.

“This is a well-deserved promotion for Tom,” says MP John DiCarlo. “Tom was the recipient of our firm’s 2015 Excellence Awards for Client Service, which recognized his commitment, professionalism, dedication to the firm and his willingness to consistently provide exceptional service to our clients. He has also taken the lead in conducting our in-house audit training.”

“I am very honored and enthusiastic about my new role as partner,” says Huey, who is based in the Long Beach office. “I look forward to continuing to add value for our clients, as well as to the firm, with my dedication and passion for our industry.”

Shurek Admitted as Partner at Gettry Marcus

Gabe Shurek

Gabe Shurek

Woodbury, N.Y.-based Gettry Marcus (FY15 net revenue of $17.9 million) is pleased to announce that Gabe Shurek has been admitted into the partnership.

MP Steven L. Marcus made the announcement during the firm’s after tax season party on April 18.

Shurek is the newest partner in the business valuation and litigation services group. He started as a junior accountant at Gettry Marcus in 2001, and rose through the ranks to director before his latest promotion. With more than 17 years’ experience in forensic accounting, fraud detection and business valuation, he has been retained by attorneys and others to perform services in complex litigation settings.

He has managed engagements in various types of federal and state matters, including ownership and contract disputes, intellectual property disputes, accountants’ liability and marital dissolutions. In addition, he has applied forensic accounting techniques in bankruptcy matters, where he has represented bankruptcy trustees, creditors’ committees and debtors in assignments such as solvency and preference analysis, and investigations for fraudulent transfers.

“Gabe’s talent, exceptional capabilities and professional acumen will continue to benefit our clients and serve as a role model for the Gettry Marcus family,” Marcus says. “I have no doubt that Gabe will contribute to the growth and strength of our practice, now and in the future.”

Gail Rosen Merging into Wilkin & Guttenplan

Gail Rosen CPA of Martinsville, N.J., is merging into Wilkin & Guttenplan of East Brunswick, N.J., (FY15 net revenue of $16.1 million) on June 1, the firm announced.

Gail Rosen CPA will continue to operate under the W&G name from its current office at 2032 Washington Valley Road in the Bridgewater community. Gail Rosen will be shareholder in charge of this new W&G Somerset County office, and several other staff members will join the W&G team. Rosen has more than 30 years of experience in the accounting industry.

Dean Dorton Acquires Metro Medical Solutions

Louisville, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $25.6 million) has expanded its health care services in Kentucky by acquiring Metro Medical Solutions, a long-standing physician billing and credentialing company located in Louisville.

The new physician billing and credentialing services will be combined with Dean Dorton’s existing health care consulting practice and branded as Dean Dorton Healthcare Solutions.

“We are enthusiastic about the high level of service and expertise Metro Medical Solutions has provided its notable client base and the opportunity to expand services to our current clients, which includes many physician practices,” says David Bundy, president and CEO of Dean Dorton. “Metro Medical Solutions is highly regarded in their ability to maximize reimbursement for physician practices in a short amount of time at a low cost, creating tailored solutions for each client.”

Dean Dorton can now offer a full range of services, from accounting and financial outsourcing to billing and credentialing. “We are now able to handle all back-office functions, which can allow physicians to focus solely on the demands of their clinical practice,” says Adam Shewmaker, director of health care consulting services at Dean Dorton.

January Taylor, president of Metro Medical Solutions, says the merger gives clients a broader range of specialty capabilities, advice and solutions. “In addition, we want to offer more opportunities for our employees and referral partners who are the backbone of our business.”

Dean Dorton Healthcare Solutions includes a team of more than 20 experts who specialize in health care accounting and financial outsourcing, medical billing and credentialing, revenue cycle management, compliance and risk management, technology, human resources and advisory services.

REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

Smith & Howard Launches Financial Search & Placement Practice

Blayne Shelton

Blayne Shelton

Smith & Howard of Atlanta (FY15 net revenue of $24.9 million) recently announced the launch of a new service offering: Financial Search & Placement, along with the addition of Blayne Shelton as director of the group.

“After fielding requests for staffing help from clients and financial professionals alike for several years, we decided it was time to put a formalized program in place,” says MP John Lucht. “Blayne brings not only a great blended background of accounting and recruiting, but also similar values and an approach that meshes well with our culture.”

Shelton has held a variety of roles in public accounting (including the Big 4) as well as industry. His clients in both arenas included small businesses as well as large public organizations and covered such areas as revenue recognition, real estate finance, derivative accounting and a range of consulting projects. He joined the executive recruiting side of the business when he returned to a consulting firm he had previously worked for. He combines his recruiting career with his accounting industry experience to connect with and place qualified financial professionals with businesses.

The Financial Search & Placement (FS&P) group creates ideal matches between professionals and businesses to staff CFO, controller, senior accountant, internal auditor, financial and business systems analyst, staff accountant and bookkeeper positions. If there is a financial role in a business, the FS&P group at Smith & Howard can find a fit.

While the FS&P group will focus on businesses in Georgia and the Southeast, the service can extend to locations in other areas of the U.S.

Monestime Named Chief Marketing Officer at Gray, Gray & Gray

Kelly Monestime

Kelly Monestime

Canton, Mass.-based Gray Gray & Gray (FY15 net revenue of $19.4 million) has announced that Kelly Monestime has been named chief marketing officer.

Monestime joined Gray Gray & Gray in 2004, and previously served as the firm’s director of marketing.

“Kelly Monestime has played a significant role in the growth of our firm over the past decade,” says MP Joe Ciccarello. “Her leadership of our marketing and business development efforts has been exemplary, and she and her team have succeeded in creating a clearly defined brand for the firm.”

Gray Gray & Gray to Begin Exchange Program with UK Firm

Canton, Mass.-based Gray Gray & Gray (FY15 net revenue of $19.4 million) has entered into an employee exchange program with Page Kirk, a Chartered Public Accounting firm in Nottingham, England.

A Gray Gray & Gray team member will spend 11 weeks working in England while a Page Kirk professional joins Gray Gray & Gray, an IPA 200 firm, for the same period. Heather Robertson, a senior member of the firm’s client services team, has been selected to work with the team at Page Kirk and kick off the international exchange program this summer.

“At Gray Gray & Gray, we are committed to going beyond the numbers for our team members by providing learning opportunities designed to help them with their professional development,” says MP Joe Ciccarello. “The selection process for this exchange program was not easy. We had many qualified candidates, all of whom would do a fantastic job representing the firm.”

Ciccarello went on to say that, “Heather’s experience most closely aligned with the criteria for this particular firm in the UK and we are excited to be able to provide her with this learning adventure. We anticipate that this will be the first of many exchanges and that we will create more opportunities for our team members in the future.”

Gray Gray & Gray is a member of CPAmerica International, a global association of independent accounting firms.